Main source of income: Real estate development
Top 3 markets:

1. China: approx. 85%
2. Hong Kong: approx. 7%
3. Southeast Asia: approx. 5%

Poly Developments and Holdings Group Co., Ltd. generates the majority of its revenue from real estate development, especially in the residential and commercial sectors. The Chinese market dominates the revenue distribution, which is attributed to the company's strong market presence and extensive portfolio in China.

Hong Kong and Southeast Asia are also significant markets, with the company benefiting from the growing demand for high-quality real estate in these regions. The expansion into these markets contributes to diversifying sources of income.

Production Sites: Mainly in China

Poly Developments and Holdings Group Co., Ltd. is a leading real estate company in China. The company focuses on the development of residential and commercial properties and operates in numerous cities within China. Therefore, the production and development of real estate projects are mainly carried out within the country.

As Poly Developments is a real estate developer, "production" refers to the development and construction of real estate projects located in various regions of China.

Revenue growth: 10.5% (2024) Profit growth: 8.2% (2024)

Poly Developments and Holdings Group Co., Ltd. pursues a strategy aimed at diversification and internationalization. The company plans to expand its presence in international markets, particularly in Southeast Asia and Africa, to benefit from growth opportunities there.

In addition, Poly Developments is investing in sustainable construction projects and green technologies to meet the increasing environmental standards. These initiatives are intended not only to contribute to meeting regulatory requirements but also to tap into new customer segments.

Another focus is on digitizing their business processes to achieve efficiency gains and enhance the customer experience. By leveraging modern technologies, the company plans to increase its operational efficiency and reduce costs, ultimately leading to an improvement in profit margins.

Main Imported Raw Materials:

• Steel
• Cement
• Aluminum

Main Supplier Countries:

• Australia
• Brazil
• Indonesia

Poly Developments and Holdings Group Co., Ltd., a significant real estate development company in China, mainly imports raw materials such as steel, cement, and aluminum, which are essential for the construction and development of real estate projects.

Australia and Brazil are leading exporters of iron ore, which is needed for steel production, while Indonesia is a significant supplier of bauxite used in aluminum manufacturing. These countries provide high-quality raw materials crucial for the construction industry.

By diversifying their supply chains, Poly Developments ensures access to the necessary materials to efficiently and cost-effectively complete their construction projects.

Market share in China: Approx. 5% (2024, estimated)
EBITDA margin: 18% (2023)
Debt-to-equity ratio: 1.2 (2023)

Poly Developments and Holdings Group Co., Ltd. is one of the leading real estate companies in China. The company's competitive advantage lies in its strong market presence and diversified real estate portfolio, which includes both residential and commercial properties.

The company benefits from its established brand and its ability to efficiently manage large development projects. The EBITDA margin of 18% demonstrates solid profitability compared to many competitors in the industry.

Additionally, Poly Developments has strengthened its market position through strategic partnerships and joint ventures. The relatively moderate debt-to-equity ratio of 1.2 indicates that the company is financially stable and has sufficient resources to capitalize on future growth opportunities.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Poly Developments and Holdings Group Co., Ltd. is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term stability and growth potential.

No significant insider transactions were reported for the year 2025. This could indicate that the management and other insiders do not currently anticipate significant changes in the stock value or that they are satisfied with the current company strategy.

Market share of Poly Developments and Holdings Group Co., Ltd.: Estimated around 8% (2025)

Top competitors and their market share:

1. China Vanke Co., Ltd.: around 12%
2. Country Garden Holdings Co., Ltd.: around 10%
3. China Evergrande Group: around 9%
4. Poly Developments and Holdings Group Co., Ltd.: around 8%
5. Sunac China Holdings Limited: around 7%
6. Greenland Holdings Corporation Limited: around 6%
7. China Resources Land Limited: around 5%
8. Longfor Group Holdings Limited: around 4%
9. Shimao Property Holdings Limited: around 3%
10. China Overseas Land & Investment Limited: around 3%

Economic moat of Poly Developments and Holdings Group Co., Ltd.:

Poly Developments and Holdings Group Co., Ltd. has a moderate economic moat, mainly based on its strong brand recognition and extensive portfolio of real estate projects. The company benefits from its government support and a diversified business model that includes both residential and commercial properties.

Compared to its competitors, China Vanke has a stronger economic moat due to its larger geographic presence and higher innovation in sustainable construction projects. Country Garden is known for its cost-effective construction processes and fast project execution, which also provides a significant advantage.

Overall, Poly Developments has a solid but not outstanding economic moat compared to its main competitors. Competitiveness could be enhanced through investments in innovative construction practices and a stronger international expansion.

Revenue Growth: 9.2% (2024) Profit Growth: 7.5% (2024) Market Share in China: 6.8% (2024)

Poly Developments and Holdings Group Co., Ltd. recorded a revenue growth of 9.2% in 2024, indicating solid demand in the real estate sector in China. The company also managed to increase its profit by 7.5%, attributed to efficient cost control and successful project completions.

With a market share of 6.8% in China, Poly Developments remains a significant player in the real estate sector. The stability and growth potential of the Chinese real estate market continue to offer opportunities for expansion and profit growth.

Additionally, the company has increased its investments in sustainable construction projects and urban developments in recent years, positioning itself well to benefit from future trends in the real estate industry. Analysts see positive long-term growth opportunities in these strategic initiatives.

Overall, Poly Developments' stock could be an attractive investment for investors interested in stable growth in the Chinese real estate market, especially those focusing on long-term developments.

Dividend Yield: 4.2% (estimated for 2025)
Dividend History: Consistent payout over the last 5 years

Poly Developments and Holdings Group Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 4.2% for 2025, which is competitive compared to other companies in the real estate industry.

The reliability of dividend payment is supported by the company's stable financial performance. Over the past five years, Poly Developments has consistently paid dividends, indicating a solid earnings position and a sustainable business model. Analysts believe that the company will continue to be able to pay dividends in the future, provided there are no significant economic or industry-specific challenges.